Testimonials About Legacy Advisors

"Steve has the unique combination of being able to financially analyze the situation as well as lead the development and execution of a plan to create a healthy organization.  His personal experience of buying, growing and then selling his own business is invaluable in helping his clients reach their objectives.  Having sat on that side of the desk, he is able to help his clients make the difficult decisions that will lead to financial prosperity."  -- Steve Van Remortel, president, SM Advisors, Green Bay, Wis.

"Steve Balistreri gets it!  Steve is an exceptional leader who understands the dynamics of change.  His uncanny ability to rally support among diverse constituencies moves a team, with the transformative vigor, toward a shared vision and mutually agreed upon objectives.  By quickly identifying the macro causes of underperformance, Steve is able to define the organizations most compelling needs, facilitate and establish an effective, strategic plan then drive its implementation. Steve Balistreri is an experienced, skillful change agent who gets it done!"  -- Harvey Weiner, managing partner, Search America, Consultants to Private Clubs worldwide

"With Legacy Advisors assisting our firm, our revenue grew by 35 percent, with a 15 percent increase in our bottom line. Legacy Advisors was great to work with."  -- Perry Schroeder, president, Cornerstone Consulting, Inc., Milwaukee